James and his team helped clarify the specific legal position in relation to my father’s will. He managed a difficult negotiation very effectively with great tact, and secured us an outcome that we’d never thought we could achieve. I would recommend James and Blake Morgan to anyone
James is head of the Wills, probate, tax and trusts team based in the Thames Valley. He specialises in trusts and high end probate and inheritance tax planning.
Main areas of expertise
James main areas of expertise are: Wills, probate and powers of attorney, Section 11 IHTA Maintenance Trusts, the creation, administration, restructuring and termination of Trusts, Will structuring and planning for business owners and Inheritance Tax planning.
His main clients are individual, third sector parties and charities.
- Court of Protection
- Probate and the Administration of Estates
- Tax Planning
- Will and Inheritance Disputes
James trained at Hunters in London and spent four years at Horsey Lightly in Newbury prior to joining Blake Morgan in 2007.
- Society of Trust and Estate Practitioners
- Two death bed tax-planning arrangement each saving six figure sums in inheritance tax
- Successful claims for Heritage Property Relief
- Advising the firm’s charity clients in relation to wills and legacy issues
Lectures: James is an experienced lecturer and trainer, running courses internally and delivering training to CIOT, accountancy firms and the Solicitors Regulation Authority. He has delivered training for supporters of major charity client serving those with disabilities.
Media: James has appeared on national Breakfast Television and been interviewed for BBC Radio Oxford and Jack FM.
Head of wills, probate, tax and trusts in Oxford. James built a dynamic private client team.
Highly regarded by peers and clients alike.